John is a client and seems to be suffering from dementia. and wants to remove his children

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John is a client and seems to be suffering from dementia. and wants to remove his children from his will and give all of his wealth to Marie, a neighbor who periodically visits John and delivers him groceries. What should the CFP® professional do?

a. He should contact John’s children to let them know.

b. He should do what John asks.

c. He should contact the doctor to confirm if he is suffering from dementia or not.

d. He should contact John’s lawyer.

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Related Book For  book-img-for-question

Fundamentals Of Financial Planning

ISBN: 9781936602094

3rd Edition

Authors: Michael A Dalton, Joseph Gillice

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